As Compliance Specialist, Greg assists the Chief Operating Officer/Chief Compliance Officer and the Compliance Officer in administering the firm’s compliance program. In his role, he prepares client contracts, performs various monthly, quarterly and annual compliance audits, and provides additional support to the compliance functions of the firm.
Prior to joining JFS Wealth Advisors, Greg was employed by Wilder, Mahood, McKinley & Oglesby in Pittsburgh, PA. While in college, Greg spent a summer interning for Congressman Jason Altmire, working primarily on event planning projects.
Greg is a graduate of Westminster College in New Wilmington, PA, where he obtained a Bachelor of Arts degree in Political Science with a minor in History.
Outside of work, Greg enjoys traveling and spending time with family and friends.